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Asset Dedication LLC’s Joby Aviation JOBY Stock Holding History

Asset Dedication LLC’s Portfolio JOBY Stock Details JOBY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.9K Hold
661
– – ﹤0.01% 876
2026
Q1 		$5.46K Hold
661
– – ﹤0.01% 847
2025
Q4 		$8.73K Sell
661
-1,000
-60% -$15.3K ﹤0.01% 805
2025
Q3 		$26.8K Hold
1,661
– – ﹤0.01% 614
2025
Q2 		$17.5K Hold
1,661
– – ﹤0.01% 726
2025
Q1 		$10K Buy
1,661
+1,000
+151% +$7.49K ﹤0.01% 762
2024
Q4 		$5.37K Hold
661
– – ﹤0.01% 848
2024
Q3 		$3.33K Hold
661
– – ﹤0.01% 965
2024
Q2 		$3.37K Hold
661
– – ﹤0.01% 1002
2024
Q1 		$4K Hold
661
– – ﹤0.01% 825
2023
Q4 		$5K Buy
+661
New +$4.07K ﹤0.01% 796

Other funds holding JOBY

TMC
Toyota Motor Corp Japan $1.99B AUM 14.97% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CIG
Capricorn Investment Group Palo Alto, California $22.5B AUM 50.37% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
IC
Intel Corp Santa Clara, California $621M AUM 34.06% 1-Year Est. Return

Asset Dedication LLC's JOBY Position: Q2 2026 in Review

Asset Dedication LLC held its Joby Aviation (JOBY) position steady in Q2 2026 at 661 shares worth $5.9K. The position accounts for ﹤0.01% of the portfolio, ranked #876.

Asset Dedication LLC first reported a position in JOBY in Q4 2023 and has held it in 11 quarters since. The position peaked at $26.8K in Q3 2025. 526 funds tracked by Wall St. Rank hold JOBY as of Q2 2026.

  • Asset Dedication LLC held 661 shares of Joby Aviation worth $5.9K as of Q2 2026.
  • Asset Dedication LLC left its Joby Aviation share count unchanged in Q2 2026.
  • Joby Aviation made up ﹤0.01% of Asset Dedication LLC's portfolio in Q2 2026, its #876 holding.
  • Asset Dedication LLC first reported a position in Joby Aviation in Q4 2023 and has held it in 11 quarters since.
  • Asset Dedication LLC's Joby Aviation position peaked at $26.8K in Q3 2025.
  • 526 funds tracked by Wall St. Rank held Joby Aviation as of Q2 2026.

Based on Asset Dedication LLC's 13F filing for Q2 2026, filed 30 Jul 2026.